VTI — VANGUARD INDEX FDS

Ownership history in Composition Wealth, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which Composition Wealth, LLC reported a position in VANGUARD INDEX FDS (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.88% (2021 Q4)
Avg. % of fund
0.98%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 297,275 -3,825 -1.3% 1.43% $99.7M $335.27
2025 Q3 ADDED 301,100 +8,922 +3.1% 1.48% $98.8M $327.24
2025 Q2 ADDED 292,178 +11,060 +3.9% 1.49% $88.8M $302.23
2025 Q1 ADDED 281,118 +8,973 +3.3% 1.55% $77.3M $272.48
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTI price (monthly, adj. close)

Other funds also holding VTI

As of 2025 Q4 — sorted by position size

Cabot-Wellington, LLC 3Y 7Y 71.74% AEGON USA Investment Management, LLC 3Y 7Y 67.38% Symetra Investment Management Co 3Y 67.15% Rainwater Charitable Foundation 3Y 7Y 60.55% Beacon Wealthcare LLC 3Y 53.58% Gibson Capital, LLC 3Y 7Y 52.94% Rakuten Investment Management, Inc. 52.31% Capitol Family Office, Inc. 3Y 50.87% KMT WEALTH MANAGEMENT, LLC 50.79% Avalon Advisory Group 3Y 50.75%
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